证券代码：688062 证券简称：迈威生物 公告编号：2025-059 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 近日，迈威（上海）生物科技股份有限公司（以下简称"迈威生物"或"公 司"）收到国家药品监督管理局核准签发的《药物临床试验批准通知书》，注射 用 7MW4911 的临床试验获得批准。由于药品的研发周期长、审批环节多，容易 受到一些不确定性因素的影响，敬请广大投资者谨慎决策，注意防范投资风险。 现将相关情况公告如下： 一、药品基本情况 药品名称：注射用 7MW4911 申请事项：境内生产药品注册临床试验 申请人：迈威（上海）生物科技股份有限公司 临床试验通知书编号：2025LP02657 迈威（上海）生物科技股份有限公司 自愿披露关于注射用 7MW4911 临床试验申请 获得国家药品监督管理局批准的公告 审批结论：根据《中华人民共和国药品管理法》及有关规定，经审查，2025 年 7 月 31 日受理的注射用 7MW4911 临床试验申请符合药品注册的有关要求， 同意本品开展晚期实体瘤的临床试验 ...

Core Viewpoint - The company has received approval from the National Medical Products Administration for the clinical trial of its innovative antibody-drug conjugate (ADC) 7MW4911, targeting CDH17, a promising therapeutic target in various gastrointestinal cancers [1] Group 1: Company Developments - The clinical trial approval for 7MW4911 marks a significant milestone for the company, showcasing its proprietary IDDC™ antibody conjugation technology platform [1] - 7MW4911 is designed to target calcium adhesion protein 17 (CDH17), which is overexpressed in colorectal, gastric, and pancreatic cancers, indicating its potential for precise intervention [1] Group 2: Industry Context - CDH17 has been validated as a potential therapeutic target across multiple cancer types through pan-cancer multi-omics studies, highlighting its relevance in oncology [1] - The expression of CDH17 is limited to the basolateral membrane of intestinal epithelial cells in normal tissues, but shows significant overexpression in malignant tumors, correlating with tumor invasion, metastasis, and poor prognosis [1]

Core Insights - Institutional research movements serve as a barometer for institutional capital trends [1] Group 1: Institutional Research Trends - Since September, brokers have conducted research on over 880 listed companies, with the highest concentration in the machinery, electronics, and pharmaceutical industries [2][3] - The machinery sector has attracted significant attention, with 136 listed companies being researched. Notable companies include Zhongkong Technology, which was investigated by 36 brokers focusing on its "industrial embodied intelligence" applications [3][4] - The electronics sector has also seen considerable interest, with 109 companies researched. Companies like Lanke Technology and Juguang Technology attracted 54 and 44 brokers, respectively, both experiencing stock price increases of over 120% this year [3][5] Group 2: Pharmaceutical Industry Focus - The pharmaceutical and biotechnology sector has been a hot topic, with over 70 companies researched since September. Maiwei Biotech was the most popular, attracting 45 brokers focusing on its small nucleic acid platform [4][5] Group 3: Impact of Export Control Policies - Following the announcement of export control measures on certain materials, 39 listed companies were quickly researched, primarily in machinery, power equipment, and basic chemicals [7] - Companies like Rongbai Technology received significant attention, hosting 162 institutional investors for discussions on the implications of the new export controls [7][8] - Other companies, such as Sifangda and Juli Sogou, also saw increased research activity, with Juli Sogou's stock rising nearly 134% this year due to its focus on deep-sea technology [8][9] Group 4: Market Outlook - Despite recent global market fluctuations, analysts remain optimistic about the A-share market's medium-term prospects, citing potential improvements in corporate earnings and ongoing capital inflows [10] - Analysts suggest focusing on high-dividend and consumer sectors in the short term, while maintaining a medium-term outlook on TMT and advanced manufacturing sectors [10]

Group 1 - In September, over 900 private equity firms participated in A-share listed company research activities, totaling nearly 2800 research instances [1] - The favored sectors for private equity research include electronics, machinery, pharmaceuticals, and power equipment, indicating a structural market trend supported by policies and capital [1][2] - The focus on technology and pharmaceuticals is expected to continue, with private equity showing particular interest in high-quality growth companies amidst market fluctuations [2][3] Group 2 - The biotechnology company Maiwei Bio received significant attention, with 88 private equity firms conducting research, highlighting interest in its dual-target small nucleic acid drugs and α-syn targeting tracer projects [2] - The electronics sector had the highest research frequency in September, with 78 companies being researched 554 times, followed closely by machinery equipment with 444 instances [3] - Investment firms are optimistic about the electronic sector's leading companies and strong pharmaceutical firms with robust fundamentals and R&D advantages [3]

■私募新观察 私募最新调研路径曝光 科技与医药仍是"心头好" ◎记者 马嘉悦 私募四季度的布局思路，可在9月调研路径中窥得端倪。私募排排网最新统计数据显示，9月超900家私 募参与A股上市公司调研活动，合计调研近2800次。从行业分布来看，电子、机械设备、医药生物、电 力设备等板块备受青睐，接受私募调研的频次居前。在业内人士看来，随着大量海外资金和居民财富重 新配置，稳增长政策持续发力，中国权益资产的基本面、资金面和趋势上都有支撑，结构性行情有望持 续演绎，尤其是代表中国经济转型方向的科技、医药板块，以及受益于"反内卷"政策的工程机械、化工 行业龙头股，值得重点关注。 9月以来，私募调研保持较高积极性。 私募排排网统计数据显示，9月共有979家私募证券投资基金管理人参与A股公司调研活动，覆盖30个申 万一级行业的529家公司，合计调研频次达2789次。其中，9月共有41家百亿级私募参与A股公司调研， 覆盖27个申万一级行业的189家公司，合计调研频次达318次。 具体来看，创新型生物制药龙头企业——迈威生物备受私募关注，9月获得了88家私募调研，其中不乏 淡水泉、高毅资产、和谐汇一资产等百亿级私募身影。在对迈 ...

Core Insights - The Chinese innovative pharmaceutical industry is experiencing a "double hit" in performance and valuation due to policy support, R&D breakthroughs, and value reassessment [1] - Many innovative drug stocks have doubled in price this year, with pharmaceutical-themed funds averaging a nearly 40% increase in net value over the past year [1] - The industry is entering a long-term growth trajectory, with current valuations still considered attractive by both domestic and foreign institutions [1] Group 1: Stock Performance - Several innovative drug companies have seen significant stock price increases, with companies like Shuyou Shen, Rongchang Bio, and Anglikang all experiencing over 100% growth year-to-date as of October 9 [1] - Pharmaceutical-themed funds have also shown strong performance, with the average net value increasing nearly 40% over the past year, and some funds, such as Penghua Innovation Upgrade Mixed A, seeing gains exceeding 100% [1] Group 2: Institutional Interest - There has been a surge in institutional research on Chinese innovative drug companies, with companies like Baiji Shenzhou and Baili Tianheng receiving attention from 213 and 186 institutions respectively [2] - Notable foreign institutions, including State Street Bank and BlackRock, have participated in the research of these companies, indicating growing international interest [2] Group 3: Industry Trends - The innovative drug sector is transitioning from "burning cash on R&D" to "product volume expansion," marking the beginning of a profit harvest period [3] - Chinese innovative drug companies have significantly improved their R&D capabilities and gained international recognition, positioning themselves in the global first tier in terms of pipeline quantity [3] - The industry is expected to achieve a systematic value reassessment, driven by comprehensive policy support and high levels of R&D and clinical efficiency [2][3]

Core Insights - The private equity sector is actively engaging in A-share company research, with over 900 firms participating in nearly 2800 research activities in September, indicating a strong interest in the market [1] - Key sectors attracting attention include electronics, machinery, pharmaceuticals, and power equipment, suggesting a structural market trend supported by both fundamental and monetary factors [1][4] - The focus on technology and pharmaceuticals reflects a broader trend towards innovation and growth, particularly in response to domestic economic recovery and global capital flows [3][4] Private Equity Research Activity - In September, 979 private equity managers participated in A-share company research, covering 529 stocks across 30 primary industries, with a total of 2789 research instances [1] - Among these, 41 large private equity firms conducted 318 research activities, highlighting the involvement of significant players in the market [1] Sector Performance - The electronics sector was the most researched, with 78 stocks receiving 554 research instances, followed by machinery with 86 stocks and 444 instances [5] - Pharmaceuticals, power equipment, and basic chemicals also received considerable attention, each with over 100 research instances [4][5] Notable Stocks - Leading innovative biopharmaceutical company Maiwei Bio was the most researched stock in September, receiving attention from 88 private equity firms, including major players like Freshwater Spring and Gao Yi Asset [2] - Other notable stocks included Lankai Technology, Juguang Technology, and Jing Sheng Electric, which also saw significant research interest and price increases [2] Investment Outlook - Industry experts suggest that despite market volatility, there are still opportunities for growth in high-quality companies, particularly in technology and pharmaceuticals, driven by structural market support [3][6] - The focus on true growth and innovation is emphasized as a strategy for navigating market fluctuations and identifying investment opportunities [3]

Group 1 - Insurance institutions conducted a total of 14,128 investigations into A-share listed companies in the first three quarters of this year, with a significant focus on technology sectors such as electronic components and medical devices [1] - The total balance of insurance funds exceeded 36 trillion yuan by the end of the second quarter, with stock investments amounting to approximately 3.07 trillion yuan, reflecting a net increase of 640.6 billion yuan since the end of last year [2] - The most active insurance companies in terms of investigations included Ping An Pension Insurance with 494 investigations and Taikang Asset Management with 853 investigations, indicating a strong interest in market opportunities [2][3] Group 2 - The technology sector was the most investigated area by insurance institutions, with companies like Huichuan Technology and Lixun Precision receiving the highest attention, reflecting a market trend towards technology investments [4] - The rise in stock prices for technology companies, with the CSI 300 index increasing by approximately 18% and the robotics and AI indices rising by about 41% and 38% respectively, has driven insurance institutions to focus on this sector [4][5] - The shift towards technology investments is influenced by government support for technological innovation and the need for insurance institutions to diversify their portfolios in a low-interest-rate environment [5]

10月10日，迈威生物跌5.07%，截至发稿，报44.98元/股，成交3.57亿元，换手率3.77%，总市值179.74 亿元。 平安瑞尚六个月持有混合A（010239）基金经理为唐煜。 截至发稿，唐煜累计任职时间5年213天，现任基金资产总规模81.35亿元，任职期间最佳基金回报 22.55%， 任职期间最差基金回报-10.22%。 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓迈威生物。平安瑞尚六个月持有混合A（010239）二季度持有股 数4.92万股，占基金净值比例为0.67%，位居第七大重仓股。根据测算，今日浮亏损失约11.81万元。 平安瑞尚六个月持有混合A（010239）成立日期2020年12月18日，最新规模1.45亿。今年以来收益 10.87%，同类排名5923/8166；近一年收益12.42%，同类排名5641/8014；成立以来收益15.67%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，迈威(上海)生物科技股份有限公司位于 ...

根据披露的机构调研信息2025年9月1日至2025年9月26日，泉果基金对上市公司迈威生物进行了调研。 基金市场数据显示，泉果基金成立于2022年2月8日。截至目前，其管理资产规模为161.82亿元，管理基 金数6个，旗下基金经理共5位。旗下最近一年表现最佳的基金产品为泉果旭源三年持有期混合A （016709），近一年收益录得54.74%。 截至2025年9月29日，泉果基金近1年回报前9非货币基金业绩表现如下所示： 基金代码基金简称近一年收益成立时间基金经理016709泉果旭源三年持有期混合A54.742022年10月18日 赵诣 016710泉果旭源三年持有期混合C54.122022年10月18日赵诣 018329泉果思源三年持有期混合 A39.492023年6月2日刚登峰 018330泉果思源三年持有期混合C38.952023年6月2日刚登峰 022223泉果消 费机遇混合发起式A31.762024年9月27日孙伟 019624泉果嘉源三年持有期混合A28.882023年12月5日钱 思佳 019625泉果嘉源三年持有期混合C28.372023年12月5日钱思佳 020855泉果泰然30天持有期债券 A ...